Estate Planning + Everplans

Planning Tools

Do you have a taxable estate? Let us help you plan for estate tax savings. We use advanced planning tools and strategies to help save more of what you have to pass on to your loved ones.

Subtrust Funding

Do you need help with subtrust funding? Let us help with planning for subtrust funding.


Find out more below about our exciting new tool!


If you are already an LFS client, check out our free tool Everplans: a secure, digital archive of everything your loved ones will need should something happen to you. It enables you to store and share everything important with your loved ones.  This service is free to our clients and their families.

For more information, see the video demo on the right.

To get your own plan started, request an invite from Diana Cason.